See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,217 | $185,822-20.8% | $169,993-13.4% | $139,434+5.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.26% | 60.50%-53.2pp | 53.37%-46.1pp | 372.94%-365.7pp |
| Employer contribution / active EE | $3,556 | $7,590-53.2% | $6,785-47.6% | $4,751-25.2% |
| Participant deferral / active EE | $2,477 | $11,622-78.7% | $10,408-76.2% | $6,710-63.1% |
| Admin fee / account holder | $371 | $15,381-97.6% | $12,815-97.1% | $11,403-96.7% |